Wedbush's Ives Sees 'Arms Race' in Chip Industry

The video discusses the current antitrust issues in the chip industry, highlighting the consolidation of software and hardware, and the regulatory challenges faced by companies like Apple and NVIDIA. It explores the impact of the chip shortage on global markets, emphasizing the role of US-China relations in the supply chain. The discussion also covers the market's perception of these challenges and the potential outcomes for tech stocks.

What are the potential consequences of having one vendor with more control in the chip market?

What role do international regulators play in the approval of tech mergers and acquisitions?

How might the market's perception of regulatory challenges influence stock prices in the tech sector?